Whitepaper

The Great Wealth Transfer

Understanding and supporting the transmission of family businesses
Visual of a collaborative wealth planning tool for a client. Includes an estate inventory chart with categories such as real estate, investments and insurances. Shows a family tree diagram and a colorful pie chart of asset types. A pink icon with a dollar sign indicates financial discussions.

75% of business owners over 60 haven't prepared their succession.

Meanwhile, the next generation is already rethinking what wealth means to them. In this white paper, family and transgenerational entrepreneurship expert Valérie Denis and Abbove Sales Arnaud Parmentier share what they've learned.

Five post-war generations. Five different questions about the same wealth. And a practical framework for advisors who want to stay relevant through the transfer.

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